As Partner and Director of Tax, Jared works with closely held businesses and high net worth individuals with their tax, business planning and accounting needs. Jared has a Bachelor of Science in Business Administration from USC and a J.D. and LL.M. (Master of Law – Taxation) from the University of San Diego School of Law. … Read More

As Senior Audit Associate, Thien is known for his efficiency and diligence in all client assignments he’s engaged in. Thien has been a part of the LevitZacks team since 2017. Thien has a Master of Science in Accounting from San Diego State University and hold designations as a Certified Public Accountant and Certified Fraud Examiner…. Read More

As Chief Operating Officer and Partner, Sue oversees the administration, marketing, financial and risk management, technology, human resources, strategic planning and operations of the firm.  Throughout her career, Sue has participated in more than 30 merger and acquisition transactions, which provided her with the experience of working with all phases of an entity’s lifecycle, from… Read More

As Executive Assistant, Liberty has more than 15 years of experience working at accounting firms. She holds a Bachelor’s in Business Administration from the University of San Diego. Liberty’s ability to stay calm and keep a friendly smile on her face is one of her biggest assets. She is passionate about teaching her family the… Read More

As Audit Partner, Bryan works primarily with government contracting/DOD, manufacturing, including the craft beer industry, as well as employee benefit plans.  He identifies opportunities to improve internal controls and accounting processes.  Bryan also identifies clients’ specific needs and helps them make connections with people who can address those needs. Bryan graduated Magna Cum Laude from… Read More

As Partner and Director of Audit, Nick holds a Bachelor of Arts in History from University of California, Santa Cruz and a Certificate of Accountancy from San Diego State University College of Extended Studies. He uses his writing and research skills for proposals, technical memoranda, marketing materials and drafting financial statement disclosures. Nick is an… Read More

As Senior Audit Associate, Kendra is responsible for performing audits, reviews and compilations of privately held companies and 401(k) retirement plans. She works with companies in various industries, such as real estate, government contracting, service-based and retail and enjoys identifying areas where they can improve effectiveness in internal controls. A San Diego native, Kendra has… Read More

As Senior Tax Manager, Joe holds a Business Degree from Chico State with an accounting specialization and a  Master’s in Taxation from CSU, Northridge. He specializes in compliance and tax planning for pass-through entities and multi-state transactions in the manufacturing and real estate industries.  Joe enjoys the technical aspects of taxation and works proactively to… Read More

As Audit Shareholder, Kim has 40 years of experience in the field, specializing in auditing, business valuation, expert witness and forensic accounting. He is an experienced business appraiser and holds the Accredited Business Valuation designation from the AICPA. Kim works mostly with financial reporting technical issues and business valuation questions. He serves on the Audit… Read More

As a Senior Audit Manager, Josh never shies away from an opportunity to provide clients with advice, guidance or the research needed to assist in alleviating whatever issue they’re facing.  He received a Bachelor of Science in Management Science from UC San Diego and a Master of Science in Accountancy from San Diego State University…. Read More